从多个独立信源处获悉，美团优选宣布关停部分区域运营，保留广东、杭州等地业务。内部曾在上周讨 论这一决策，今日最终落定。美团优选团队不少人转而参与最新启动的小象超市线下业务"N项目"，负 责线下门店营运工作，该项目由高雨龙负责，其余人则内部寻求活水。在即时零售大潮登上舞台之前， 新业务减亏是美团过去一个时期的主命题，美团优选则是减亏的重中之重，"无论做下去还是关停，必 然都顶着压力。"一位美团人士对36氪表示。(36氪) ...

Core Viewpoint - Meituan's decision to shut down operations in certain regions while retaining business in Guangdong and Hangzhou reflects a strategic shift towards reducing losses in its Meituan Youxuan segment, with a focus on transitioning resources to the new offline project "N Project" led by Gao Yulong [1][2] Group 1: Business Adjustments - Meituan Youxuan has undergone significant organizational restructuring, consolidating from 17 provinces to 9 to achieve cost reduction and efficiency [2] - The integration of operational and commercial divisions aims to leverage business data for strategic guidance, aligning with Meituan's operational philosophy [2] - The overall scale of Meituan Youxuan has decreased from over 1 trillion to approximately 700-800 billion, with a heightened focus on improving profit margins [2] Group 2: Product Strategy Changes - The emphasis on profitability has led to a rapid reduction in promotional products, private label items, and subsidies, with a notable withdrawal of white-label products [2] - The strategy has shifted to prioritize higher profit margins across various product categories, even affecting traditionally low-margin items like eggs [2] Group 3: Competitive Landscape - Since August 2024, Meituan Youxuan has reduced its focus on competitor Duoduo Maicai, indicating a shift in strategy to concentrate on its own market strengths [3] - The contrasting business models between Meituan and Duoduo Maicai highlight the challenges Meituan faces in adapting to a platform-based revenue model, which includes multiple income streams [3] - The transition to the "N Project" signifies Meituan's latest strategic pivot towards offline operations, emphasizing the importance of brand development and supply chain capabilities [3]